Haber Trilix Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Haber Trilix Advisors’s Portfolio AEL Stock Details AEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$330K	Buy	+21,020	New	+$326K	0.04%	85

Other funds holding AEL

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

LCP

Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Haber Trilix Advisors's AEL Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in American Equity Investment Life Holding Company (AEL) in Q2 2013: 21,020 shares worth $330K. The stake represents 0.04% of the portfolio and ranks #85 among its holdings.

181 funds tracked by Wall St. Rank hold AEL as of Q2 2013.

Haber Trilix Advisors held 21,020 shares of American Equity Investment Life Holding Company worth $330K as of Q2 2013.
American Equity Investment Life Holding Company was a new Haber Trilix Advisors position in Q2 2013.
American Equity Investment Life Holding Company made up 0.04% of Haber Trilix Advisors's portfolio in Q2 2013, its #85 holding.
181 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.